Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,950 shares of FXL stock, worth $308,119. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,950
Previous 2,000
2.5%
Holding current value
$308,119
Previous $277,000
4.33%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding FXL
# of Institutions
241Shares Held
5.71MCall Options Held
6.2KPut Options Held
7K-
Morgan Stanley New York, NY825KShares$130 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA659KShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC447KShares$70.6 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL276KShares$43.5 Million0.02% of portfolio
-
Rvw Wealth, LLC198KShares$31.3 Million2.93% of portfolio